ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,381 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.23 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,160,744 | -3.7% | 19,835 | 0.0% | 0.14% | -7.2% |
| Q1 2024 | $1,204,778 | +11.8% | 19,835 | +410.0% | 0.15% | +9.4% |
| Q4 2023 | $1,077,836 | -59.7% | 3,889 | -63.6% | 0.14% | -67.7% |
| Q3 2023 | $2,674,212 | -2.9% | 10,676 | +1.4% | 0.43% | +5.4% |
| Q2 2023 | $2,753,384 | +9.6% | 10,530 | +4.8% | 0.41% | -11.7% |
| Q1 2023 | $2,513,107 | +3.4% | 10,046 | 0.0% | 0.46% | +4.0% |
| Q4 2022 | $2,430,027 | +324.8% | 10,046 | +284.9% | 0.44% | +253.2% |
| Q3 2022 | $572,000 | -3.1% | 2,610 | 0.0% | 0.13% | +1.6% |
| Q2 2022 | $590,000 | -15.7% | 2,610 | 0.0% | 0.12% | -8.8% |
| Q1 2022 | $700,000 | +55.2% | 2,610 | +19.2% | 0.14% | -52.4% |
| Q4 2019 | $451,000 | +6.6% | 2,189 | 0.0% | 0.29% | -9.5% |
| Q3 2019 | $423,000 | +21.6% | 2,189 | +22.4% | 0.32% | +34.5% |
| Q2 2019 | $348,000 | -48.7% | 1,789 | -50.0% | 0.24% | +6.8% |
| Q1 2019 | $678,000 | +128.3% | 3,578 | +100.0% | 0.22% | -2.2% |
| Q4 2018 | $297,000 | -18.0% | 1,789 | 0.0% | 0.22% | +26.4% |
| Q3 2018 | $362,000 | +2029.4% | 1,789 | +1910.1% | 0.18% | +1269.2% |
| Q2 2018 | $17,000 | 0.0% | 89 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $17,000 | – | 89 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pachira Investments Inc. | 152,236 | $27,235,000 | 24.00% |
| ARKANSAS FINANCIAL GROUP, INC. | 276,435 | $49,454,000 | 22.32% |
| Lee Financial Co | 315,797 | $56,496,000 | 18.23% |
| Tarbox Family Office, Inc. | 217,016 | $38,824,000 | 17.02% |
| Affiance Financial, LLC | 114,958 | $20,566,000 | 16.56% |
| Connecticut Wealth Management, LLC | 154,145 | $27,859,000 | 16.37% |
| Legacy Wealth Management, Inc | 355,437 | $63,587,000 | 16.18% |
| EVERMAY WEALTH MANAGEMENT LLC | 199,280 | $35,651,000 | 15.48% |
| Acropolis Investment Management, LLC | 508,376 | $90,948,000 | 14.88% |
| Lenox Wealth Advisors, LLC | 255,820 | $45,775,000 | 14.11% |